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12:30
Jun 29
Lee Kwon-hee CEO, Economist 3PRO TV (삼프로TV)
Battery sector leaders are buyable
Despite the sell-off, the secondary battery sector is still attractive and set to enter a full growth phase from next year. The leading stocks in today's rally—Samsung SDI, EcoPro, and L&F—acted as the sector's driving force, and buying these leaders is not a bad strategy.
L&F
HIGH
01:30
Jun 20
Lee Ju-hyeon Director, Xangle 815 Money Talk (815머니톡)
LFP cathode supply shortage benefits L&F, POSCO FM
Korean LFP cathode material makers face a severe supply shortage relative to surging US ESS demand. By 2028, US demand is forecast at 178,000 tons while L&F and POSCO Future M have a combined planned capacity of only 125,000 tons, a 30% shortfall. This supply-demand imbalance will intensify competition for materials, drive up prices, and boost profitability for the producers. Artificial graphite anode supply through POSCO Future M's Vietnam operation is also insufficient relative to demand, further supporting material firms.
L&F
HIGH

About L&F Analyst Coverage

Buzzberg tracks L&F across 2 sources. 2 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 2 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Lee Kwon-hee, Lee Ju-hyeon.